Finance Advisor jobs at Gallagher

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution. What You'll Do: Revenue Growth & Business Development Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business. Client Acquisition & Relationship Management Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value. Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities. Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leaders. Sales Process & Cadence Discipline Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle. Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes. Market Research & Competitive Analysis Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning. Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies. What You'll Bring: Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. Property and Casualty license preferred, or ability to obtain license upon hire. Our ideal candidate will bring: Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets. Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms. Demonstrated technology skills, including experience using CRM and AI applications. If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting ******************* . California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights. At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth. Who We're Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Provide ongoing support for existing clients through annual reviews Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disability Position Requirements: Bachelor's Degree At least 3 years related experience in the Financial Advisor role Series 7 & 66 securities licenses (or 65/63) Life/Health preferred Exceptional client relationship management skills Excellent writing and verbal communication skills Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills All resumes are kept strictly confidential. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights. At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth. Who We're Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Provide ongoing support for existing clients through annual reviews Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disability Position Requirements: Bachelor's Degree At least 3 years related experience in the Financial Advisor role Series 7 & 66 securities licenses (or 65/63) Life/Health preferred Exceptional client relationship management skills Excellent writing and verbal communication skills Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills All resumes are kept strictly confidential. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

M Financial is partnering with OneTeam Financial ( ***************************** ) to deliver a 2-year program that provides you the support and mentorship needed to accelerate your career in financial services. Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This is an opportunity to work for a firm with a strong and dynamic of subject matter specialists We are seeking a hungry and driven individual, that will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their complex, sophisticated financial and insurance needs. Requirements: 2 - 7 years of transferable work experience, preferably in client-facing, consultative sales, or fiduciary roles An entrepreneurial mindset able to handle a high level of autonomy, independence, initiative, and interpersonal collaboration A strong code of professional ethics and integrity Strong communication skills (verbal & written) Excellent presentation skills The Ideal candidate will have: Prior Life Insurance experience Prior Financial Services sales experience Prior retirement planning experience Hungry and Driven Goal Oriented Desire to learn and grow Wants to help others This is a full time in office role. The main office will be located in Red Bank and a second office is located Cranford. This is an outstanding firm, and they are one of the top performing firms with M Financial. This is a growth-oriented team that truly works together to provide the best results. With this firm your growth plan could include a path to ownership. Apply Today!

Job Description M Financial is partnering with OneTeam Financial ( ***************************** ) to deliver a 2-year program that provides you the support and mentorship needed to accelerate your career in financial services. Looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This is an opportunity to work for a firm with a strong and dynamic of subject matter specialists We are seeking a hungry and driven individual, that will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their complex, sophisticated financial and insurance needs. Requirements: 2 - 7 years of transferable work experience, preferably in client-facing, consultative sales, or fiduciary roles An entrepreneurial mindset able to handle a high level of autonomy, independence, initiative, and interpersonal collaboration A strong code of professional ethics and integrity Strong communication skills (verbal & written) Excellent presentation skills The Ideal candidate will have: Prior Life Insurance experience Prior Financial Services sales experience Prior retirement planning experience Hungry and Driven Goal Oriented Desire to learn and grow Wants to help others This is a full time in office role. The main office will be located in Red Bank and a second office is located Cranford. This is an outstanding firm, and they are one of the top performing firms with M Financial. This is a growth-oriented team that truly works together to provide the best results. With this firm your growth plan could include a path to ownership. Apply Today! Powered by JazzHR HecpM6M5Zf

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights. At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth. Who We're Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Provide ongoing support for existing clients through annual reviews Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disability Position Requirements: Bachelor's Degree At least 3 years related experience in the Financial Advisor role Series 7 & 66 securities licenses (or 65/63) Life/Health preferred Exceptional client relationship management skills Excellent writing and verbal communication skills Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills All resumes are kept strictly confidential. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

At Integrity Wealth, we believe all clients deserve a personalized financial plan to help them live their best life, by choice. Insurance and investment strategies work together, creating an integrated plan that provides clients with more options, flexibility, and confidence to achieve a lifetime of goals. As an Integrity Wealth Financial Advisor Recruiter, you will build lasting relationships with your clients and help them achieve their financial goals. In addition, you will help solidify your own future, too. This career offers flexibility at a company where hard work is valued and rewarded. THE OPPORTUNITY: As an advisor recruiter, one will build organic client bases, keep current client financial plans up-to-date, and build a portfolio of new clients on an ongoing basis. Extraordinary income potential and a variable compensation model including recognition and bonuses, where hard work directly relates to one's sales results. Leading industry products and solutions built on an integrated technology platform. REQUIREMENTS: - Strong previous financial advisor recruiting experience is required. - BA or BS degree from a four-year institution is required. - 10 years of recruiting experience is preferred - The ideal candidate has experience in sales, marketing, or business development, is initiative-taking, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, teaching, or entrepreneurial ventures. - This career is primarily performance-based - paid through enhanced early commissions. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

SWBC is seeking a talented individual to provide superior ongoing service for the retention of current clients and utilize skills to develop opportunities for new client relationships to build a robust client base. This is accomplished by delivering ongoing investment advisory services focused exclusively on retirement plans (401(k), 403(b), 457, defined benefit, etc.) for plan sponsors. Why you'll love this role: You will love being an Investment Advisor with SWBC Retirement Plan Services because you have the opportunity to not just have a job but a meaningful career. In this unique opportunity, you are able to build a client base with reoccurring revenue while creating your own sales and driving your income up. You do all this while making a meaningful difference to organizations and their retirement plan participants. Essential duties include the following: Provides superior ongoing client service and retention of existing clients through execution of SWBC's disciplined approach to consulting and fiduciary responsibility. Participates in quarterly internal Investment Committee meetings. Maintains and responds to all ongoing compliance requirements. Participates in on-going peer review meetings and assignments. Coordinates, schedules, and prepares materials for all meetings (virtual or in-person) with each client and their respective recordkeeping contact. Maintains regular communication with each of your plan sponsor clients and their respective recordkeeping contact(s). Regardless of whether a formal meeting is held, review and provide the quarterly monitoring report to each of your clients every quarter. Utilizing proprietary research tools developed by SWBC, develop, and advise clients on investment options that are available under their retirement plan(s). As requested, coordinate, schedule, prepare materials, and present committee education and training, in addition to participant education and participant one-on-one meetings. Each calendar year, provide each of your clients with an Annual Due Diligence packet. As needed, conduct record keeper benchmarking fee analysis for your clients. As needed, conduct Invitation to Compete (alternative recordkeeping RFP) for your client or prospect clients. Generate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Develops relationships with centers of influence to develop additional referrals for new prospects. Develops targeted markets, follow up with prospects, and report to senior management on a regular basis with business development progress. Develops and implements referral campaigns with your existing clients. Consults with potential clients on the Advisory Services Agreement and Investment Policy Statement to ensure their thorough understanding of the fiduciary process and risk management services SWBC provides. Assists in the completion of prospective client RFPs and assist in the sales progress to onboard new clients. Researches new speaking and conference options to continue facilitating generation of new prospects. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management. Ensures all required compliance agreements, files, reports, new client documentation, and the like are completed and maintained in accordance with SWBC, SEC, Federal, and state regulations. Serious candidates will possess the minimum qualifications: Bachelor's Degree, preferably in Business, Finance, or related field. If degree is not in a related field, retirement plan industry experience is critical. More than seven (7) years' experience developing new business, delivering retirement investment advisory and fiduciary support, or related experience, preferably in working with retirement plans (401(k), 403(b), 457, defined benefit, etc.) Ability to build, grow, and sustain a book of retirement plan clients. Strong retirement investment acumen and demonstrated knowledge of retirement plan (401(k), 403(b), 457, defined benefit, etc.) structures and terminology. Strong understanding of fiduciary principles under ERISA Sections 3(21) and 3(38). Strong understanding of sales strategy formulation and reporting. Strong working knowledge of Financial Industry Regulatory Authority (FINRA) requirements. Excellent communication (verbal and written), presentation, organization and interpersonal skills. Possess a solid working knowledge all Microsoft Office applications. Self-starter, highly motivated, and be able to work independently while exercising sound judgment. Possess a Series 65 license. Able to stand and/or sit for long periods of time while performing sales, consultations, report generation, and the like. Able to stoop, kneel, and lift 10-20 lbs. of files, presentation equipment, or other office items. Able to travel locally, state-wide, and nationally. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

Job Description New York Life Greater Philadelphia is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals. You have the power to determine your own compensation. In 2024, the average income of our financial professionals who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. Compensation: $100,000+ at plan Responsibilities: Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: Relationship management skills are required Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Must have the ability to successfully network and prospect for new clients Candidates will be required to commute to our Horsham office several times a week About Company Mission Statement We are in the business of helping people set and achieve their financial goals, helping clients expand, protect, and preserve their assets, and helping our associates secure their financial future. We conduct our services in the most professional manner, analyze clients' needs and financial objectives, and develop a suitable financial solution. We help them implement their plans and review and monitor the plan regularly to ensure success. We are in the people business, and we are committed to excellence.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Investment Training and Staffing Support Specialist, you will play a key role in supporting the talent development, training and staffing initiatives led by the Investments Talent and Training Director. In this role, you will support entry-level hiring, onboarding, training and cohort development initiatives aligned with the Investments talent strategy. Collaborate with People Managers and the senior talent team to support staffing and development plans. Investment Consultant - Investments Training and Staffing Support We will count on you to: Collaborate with the Investment Talent and Training Director to help establish formal training protocols, success metrics, and career development pathways. Assist in managing entry-level hiring, onboarding, and cohort development processes to ensure a steady pipeline of talented investment professionals. Monitor and report on established success metrics sharing findings with the Investment Talent and Training Director Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies and training, share best practices, and foster a unified organizational culture. Opportunity to leverage your investment acumen to support a small number of investment clients. Assist in managing the investment internship programs, technical training, and staffing processes. Support the implementation of competency frameworks and promotion criteria for junior roles. Contribute to the design and delivery of technical and soft skills training programs for investment professionals. Support continuous process improvements to enhance onboarding and staffing efficiency, ensuring alignment with the broader talent strategy. What you need to have: Experience supporting talent development, training and staffing initiatives within an investment or financial services environment. Familiarity with entry-level hiring, onboarding, and cohort development processes. Ability to assist in managing internship programs, technical training, and staffing logistics. Strong collaboration skills to work effectively with People Managers, senior talent teams, and cross-functional partners. Client facing consulting experience enabling you to understand and address client needs effectively. What makes you stand out? You have a passion for building a high-performing investment talent pipeline and supporting career development at the junior level. You thrive in a collaborative, forward-thinking environment committed to professional excellence and organizational growth. You bring a proactive approach to continuous improvement and a commitment to fostering a culture of learning and development. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,000 to $176,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Consider joining NJM's 2026 Paid Summer Intern Program! This is a robust program that includes: Lunch with our leaders. Meaningful work where you are a contributor and collaborator. Team Intern Project: Researching and presenting a business question to our top leaders. Leader Presentations: Insurance Industry, Key Departments and how they work and more. Informational interviews in areas you want to learn more about. Intern Fun: Night at the Trenton Thunder Game. Volunteer events to give back to the community in which we serve. Networking events Game days Here is what our interns said about us! John: “NJM is a place to learn and grow. The community is truly special.” Kyle: “I cannot recommend this internship enough to other students! The SIU internship has become a cornerstone of my professional and academic development and has laid a foundation for my future endeavors.” Maggie: “People are here to help, and we are here to learn.” Joe: "I truly cannot imagine having interned at someplace other than NJM over the past year. I consider myself so extremely lucky to have had this excellent opportunity!" Overview NJM Insurance Group is looking for a dynamic, energetic intern who is eager to learn about our company by supporting our Accounting area. This role will assist with monthly close responsibilities and the preparation of monthly and quarterly financial statements and supporting schedules. To be successful as an Intern, you should be willing to help with any tasks assigned by a supervisor. You will assist with the monthly & quarterly closes and be involved in upcoming and current projects. Job Responsibilities: Assist in the preparation of monthly and quarterly financial statements and supporting schedules. Record journal entries and perform analysis of financial statements. Assist internal, external, and regulatory auditors in retrieving requested documentation. Perform special projects as required or requested. Review and analyze tasks to identify potential operational efficiencies and automated solutions for manual processes. Required Skills & Qualifications: Interest in the Property and Casualty Insurance industry Students currently in their Sophomore or Junior year pursuing a bachelors degree in accounting Currently have a cumulative GPA of 3.0 or higher Excellent analytical and problem-solving abilities High level of intellectual curiosity Effective communicator (verbal and written) Strong attention to detail Desire to work collaboratively in a team environment Commutable to our West Trenton, New Jersey office Starting Rate: $21 Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.

We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Working together, we are one Chubb. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights, and values. We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs. Internships with Chubb Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading P&C insurance companies. As a part of the program, you will have exposure to the Insurance Value Chain with a focus on the complimentary relationship between Finance and the business as well interactions that depict ideation, consensus building, collaboration, and influence management. Additionally, you will have an opportunity to participate in a group project with other Finance interns that affords exposure to senior executives. For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation. As part of our internship program, you will receive: Targeted exposure designed to help you refine your professional skills and acumen critical to the success of Chubb professionals Technical training to deepen your competence within your chosen discipline, and an understanding of our broader industry Access to additional training to compliment your professional development QUALIFICATIONS Students ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Working together, we are one Chubb. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights, and values. We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs. Internships with Chubb Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading P&C insurance companies. As a part of the program, you will have exposure to the Insurance Value Chain with a focus on the complimentary relationship between Finance and the business as well interactions that depict ideation, consensus building, collaboration, and influence management. Additionally, you will have an opportunity to participate in a group project with other Finance interns that affords exposure to senior executives. For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation. As part of our internship program, you will receive: Targeted exposure designed to help you refine your professional skills and acumen critical to the success of Chubb professionals Technical training to deepen your competence within your chosen discipline, and an understanding of our broader industry Access to additional training to compliment your professional development Qualifications Students pursuing a Bachelor's degree in business with a major in Finance or Accounting will be considered Strong GPA; 3.0 or higher required Oral and written communication skills Leadership experience through work or involvement in community service, athletics, clubs, or other activities preferred Technically adept/digitally savvy